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Martin North
Digital Finance Analytics (DFA) Blog
Business News
Technology
Investing
English
We discuss the latest finance and digital business news, with a distinctively Australian flavour
Website
Episodes
30
17 October 2025
AI: Bubble Or Transformational (Or Both)?
Today I want to discuss a crisp question: are current AI trends a speculative bubble, or do they represent a lasting change in economic fundamentals? Given that most of the US markets rise has been driven by the rise of a few stocks, centred on AI, this is important, not least because when a bubble … Continue reading "AI: Bubble Or Transformational (Or Both)?"
20 min
15 October 2025
The Pain Game: Economic Update October 2025
This is my edit of a monthly show I record with Nuggets News on the latest finance, markets and property news. Things are closing in on peak stupidity, and valuations remain stretched, and in Australia, property looks likely to rise further, despite the prospects of rate cuts receding. We are in bubble territory, and recent … Continue reading "The Pain Game: Economic Update October 2025"
39 min
14 October 2025
DFA Live Q&A HD Replay: How Real Households Are Coping With The Property Pickle, Despite The Hype
This is an edit of a live show as we go through our latest analysis, and deep dive on households and their finances. We will have the post code engine on line, so you can nominate specific post codes for analysis. Ratios of net disposable income to mortgage and rental payments are still very elevated. … Continue reading "DFA Live Q&A HD Replay: How Real Households Are Coping With The Property...
1 h 32 min
13 October 2025
Its Edwin’s Monday Evening Property Rant!
Some important news in today’s show, as Edwin’s audio is returned to pristine condition (yeh), as we pull apart the latest property news. It seems property auctions are still on the nose, rents are rising, and Chalmers backs down over superannuation tax reform. Albo’s holiday came just at the right timer eh? If you are … Continue reading "Its Edwin’s Monday Evening Property Rant!"
1 h 4 min
12 October 2025
The Real Estate Carry Trade Is A “Death Star”: With John Wright
Associate Professor John Wright is back to dive further into the root cause of the property market crisis: carry trades. In his earlier show we discussed the philosophy based on his new book. https://youtu.be/fWTsHsGBHzY In this show we go deeper, as John Wright centres on the concept of Carry Trades and the practical implications. When … Continue reading "The Real Estate Carry Trade Is A “Death...
1 h 24 min
12 October 2025
The Banks Have Got The Major Parties By The Throat!
Robbie Barwick, the Research Director at the Australian Citizens Party and I discuss the latest from Estimates, where again it is clear who is pulling the strings, and playing the tunes for the politicians from the major parties. We play some of the essential moments relating to bank branch closures and ASIC, to highlight why … Continue reading "The Banks Have Got The Major Parties By The Throat!"
1 h 0 min
11 October 2025
Spooked!
This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. This was quite a week, again, as markets tested new highs earlier in the week, before being skittled by Trump’s latest tariff announcement is reported as retaliatory … Continue reading "Spooked!"
25 min
10 October 2025
Have We Reached Peak Idiocy Yet? With Tarric Brooker
I caught up with journalist Tarric Brooker to explore the latest stupidity across property, economics and politics. When you look at the data, you might wonder if things can get better, or not. From high home prices, to delayed household formation, it seems things are working against us – are we tracking the Japan story … Continue reading "Have We Reached Peak Idiocy Yet? With Tarric Brooker"
1 h 20 min
09 October 2025
Kiwis Get a 0.5% Rate Cut; As Economy Stalls And Home Prices Fall!
Dr Michael Rehm, a senior lecturer in property at the University of Auckland was quoted in the Guardian recently as saying “Buyers and sellers are starting to get the impression that house prices in New Zealand do not always go up. We’re finally breaking down that long-held belief.” Which begs the question, will the latest … Continue reading "Kiwis Get a 0.5% Rate Cut; As Economy Stalls And Home...
15 min
08 October 2025
Gold Tops The 4K Mountain; So Where Next?
Gold reached and briefly surpassed $4,000 per ounce in early October 2025 which traded below $2,000 just two years ago, with returns that now outstrip those for equities this century. Gold has jumped more than 50% this year. This new record is both a market milestone and a signal of deeper macro‑political stress and importantly … Continue reading "Gold Tops The 4K Mountain; So Where Next?"
10 min